FINA 410: Investment Analysis course guide
Corporate Filings
Profiles, Ratios & Financials: Databases
- FP Advisor Covers all Canadian public companies
- Mergent Online U.S. & international companies
- Factiva Select Companies/Markets, then click on Company subtab
- S&P NetAdvantage Company data for the last five years
- Sustainalytics Corporate environmental, social and governance performances
Investment Analyst Research Reports
- Mergent Online under the Investext tab
- Standard and Poor's NetAdvantage: on the left hand side, click on "Investment Research" to find stock reports
- Value Line Investment Survey
- FP Advisor: Investor Reports
Stock Prices: Datasets
- CFMRC TSX data from 1950 onwards
- CRSP US publicly-traded companies from 1925 onwards
- Factiva Select Companies/Markets. Latest 5 years of stock data
- Stock Guide Data on publicly-traded companies (active and inactive)
Mergers & Acquisitions
- FP Advisor: Mergers & Acquisitions M&A data on Canadian companies
Industry Trends and Profiles
- Industry Surveys via S&P NetAdvantage (North America)
- FP Advisor: Industry Reports Canadian industry analysis
- IBISWorld Detailed US, Canadian and Chinese industry reports
- Mergent Industry Reports Sector profiles for North America, Europe and Asia-Pacific
- Innovation, Science and Economic Development Canada (formerly known as Industry Canada) Information by industrial sector
- Value Line Investment Survey Overview of 98 different industries
- Business Source Complete Select Industry Profiles in the Browse column (right side of page)
Industry Ratios
- FP Advisor: Industry Reports Canadian industry ratios
- Financial Performance Data View financial data based on Canadian industry averages.
- RMA's eStatement Studies US industry ratios
- Almanac of Business and Industrial Financial Ratios US industry ratios (Print)
- S&P NetAdvantage: Industry Surveys Ratios available under Key industry ratios and statistics
- Factiva Select Companies/Markets, then the Industry subtab
Industry & Company Articles
Current Newspapers
- Factiva (Wall Street Journal, Globe & Mail)
- Eureka (Les Affaires, La Presse)
- Canadian Newsstream (Montreal Gazette)
Canada & International
- Economist Intelligence Unit (economic forecasts and statistics for 200 countries)
- TD Bank
- Scotiabank
- BMO Capital Markets
- CIBC
- Royal Bank
- Federal Reserve Board (U.S.)
- Export Development Canada: Economic reports
- OECD Economic Outlook
Investment Outlook
- Investment Reporter (Canadian Business Service)
- The Outlook Available via S&P NetAdvantage
- Value Line Investment Survey Selection and Opinion section
- Fund Library Canadian mutual funds, plus Canadian ETFs analysis and ratings. Has performance data from last ten years.
- SEDAR To find Canadian fund description and historical performance data, type in name of the fund and limit document type to "Annual Report". Documents go back to 1997.
- S&P NetAdvantage US and international mutual funds and ETFs
- ICI Mutual Fund Factbook Annual US mutual fund statistics and trends